Lee Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lee Financial’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-158	Closed	-$5.08K	–	840
2023 Q1	$5.08K	Buy	+158	New	+$5.49K	﹤0.01%	529
2022 Q2	–	Sell	-44	Closed	-$2K	–	1023
2022 Q1	$2K	Sell	44 -992	-96%	-$38.8K	﹤0.01%	692
2021 Q4	$40K	Buy	+1,036	New	+$40.7K	0.01%	281
2019 Q4	–	Sell	-200	Closed	-$6K	–	524
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	415
2019 Q2	$6K	Buy	+200	New	+$5.42K	﹤0.01%	422
2018 Q3	–	Sell	-203	Closed	-$5K	–	738
2018 Q2	$5K	Buy	203 +1	+0.5%	+$28	﹤0.01%	623
2018 Q1	$6K	Hold	202	–	–	﹤0.01%	602
2017 Q4	$6K	Buy	202 +1	+0.5%	+$27	﹤0.01%	419
2017 Q3	$5K	Buy	+201	New	+$5.01K	﹤0.01%	410

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lee Financial's XLF Position: Q2 2023 in Review

Lee Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 158 shares — an estimated $5.08K sold.

Lee Financial first reported a position in XLF in Q3 2017 and held it in 9 quarters. The position peaked at $40K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Lee Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 158 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $5.08K.
Lee Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 9 quarters.
Lee Financial's State Street Financial Select Sector SPDR ETF position peaked at $40K in Q4 2021.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.